753 hedge funds and large institutions have $25.1B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 236 increasing their positions, 231 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+177
Holders Change %
+30.73%
% of All Funds
10.91%
Holding in Top 10
59
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+59.46%
% of All Funds
0.86%
New
242
Increased
236
Reduced
231
Closed
58
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Shares
Change %
AIG
601
American International Group
New York
$248K -$163 -2 -0.1%
PWM
602
Prosperity Wealth Management
California
$248K +$248K +3,039 New
SPIA
603
Steward Partners Investment Advisory
New York
$245K -$1.41M -17,252 -85%
CA
604
CoreCap Advisors
Michigan
$245K +$245K +3,005 New
AP
605
Americana Partners
Texas
$239K +$239K +2,923 New
FA
606
FDx Advisors
Illinois
$238K +$238K +2,920 New
OL
607
Optas LLC
Texas
$235K +$235K +2,883 New
KPF
608
K2 Principal Fund
Ontario, Canada
$235K +$235K +2,875 New
BPA
609
Beacon Pointe Advisors
California
$232K +$232K +2,837 New
CGH
610
Crossmark Global Holdings
Texas
$231K +$231K +2,831 New
VT
611
Vise Technologies
New York
$230K +$230K +2,822 New
Parallax Volatility Advisers
612
Parallax Volatility Advisers
California
$226K +$226K +2,765 New
KPWS
613
Kestra Private Wealth Services
Texas
$225K +$225K +2,757 New
ORG
614
Optimist Retirement Group
Washington
$224K +$224K +2,745 New
CWA
615
CM Wealth Advisors
Ohio
$223K +$223K +2,350 New
ISL
616
Ingalls & Snyder LLC
New York
$223K -$210K -2,571 -48%
GFS
617
GYL Financial Synergies
Connecticut
$223K +$223K +2,730 New
ACM
618
Arlington Capital Management
Illinois
$222K +$222K +2,719 New
MLL
619
Moody Lynn & Lieberson
Massachusetts
$220K -$127K -1,550 -37%
Lido Advisors
620
Lido Advisors
California
$220K -$1.59M -19,475 -88%
DILIC
621
Dai-ichi Life Insurance Company
Japan
$216K +$216K +2,645 New
ACA
622
Atlas Capital Advisors
Wyoming
$210K
AWA
623
Aaron Wealth Advisors
Illinois
$210K +$210K +2,572 New
FFO
624
Fiduciary Family Office
Florida
$210K +$210K +2,570 New
TSW
625
Three Seasons Wealth
Utah
$206K +$206K +2,550 New